New Clients

Here are some documents that you should gather and deliver to our office either electronically or by delivering them to our office.  Once we have all of the completed forms, along with your current year tax documents, we will be in contact with you.

• 2021 Income Tax Returns
• 2022 Tax Documents including W-2s, 1099s, etc.
• Complete the attached documents:
• 2022 Questionnaire
• 2022 Organizer